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AE Wealth Management’s Brookstone Opportunities ETF BAMO Stock Holding History

AE Wealth Management’s Portfolio BAMO Stock Details BAMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$509 Sell
16
-160
-91% -$5.21K ﹤0.01% 2542
2025
Q4 		$5.73K Buy
+176
New +$5.7K ﹤0.01% 2212

Other funds holding BAMO

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

AE Wealth Management's BAMO Position: Q1 2026 in Review

AE Wealth Management reduced its Brookstone Opportunities ETF (BAMO) stake by 91% in Q1 2026, selling an estimated $5.21K and leaving 16 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

AE Wealth Management first reported a position in BAMO in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.73K in Q4 2025. 9 funds tracked by Wall St. Rank hold BAMO as of Q1 2026.

  • AE Wealth Management held 16 shares of Brookstone Opportunities ETF worth $509 as of Q1 2026.
  • AE Wealth Management sold 160 Brookstone Opportunities ETF shares in Q1 2026, an estimated $5.21K.
  • Brookstone Opportunities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2542 holding.
  • AE Wealth Management first reported a position in Brookstone Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's Brookstone Opportunities ETF position peaked at $5.73K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Brookstone Opportunities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.